+20.9%
ZS vs URI
+138.8%
-117.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -3.2% |
| 7D | -16.9% | -9.8% | -7.1% | -15.4% |
| 30D | -7.4% | +1.7% | -9.2% | -7.6% |
| 3M | +21.6% | -9.1% | +30.6% | +23.4% |
| 6M | +42.4% | +9.9% | +32.5% | +38.4% |
| YTD | -12.1% | +31.2% | -43.3% | -20.1% |
| 1Y | -37.8% | +25.9% | -63.8% | -42.6% |
| 3Y | +20.9% | +147.4% | -126.5% | -12.5% |
| All | +20.9% | +138.8% | -117.9% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded URI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling